Elizabeth Young is a CFP-designated registered investment advisor at Clayton Wealth Partners, based in Topeka, KS, with 16 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 753 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Exceptions to CWP's general fee schedule are available under certain circumstances.
Fee Estimator
Contact
Elizabeth Young
Location
716 South Kansas Avenue, Topeka, KS, 66603-3808
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Clayton Wealth Partners
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Elizabeth developed an interest in finance while attending college; however, her courses at the College of Business at Kansas State University didn’t give her the personal planning experience she craved. She eventually transferred to the Personal Financial Planning program at the university and never looked back.